NEAR icon

iShares Short Maturity Bond ETF

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
176
Capital Advisory Group Advisory Services
Minnesota
$635K
SFPG
177
Stonebridge Financial Planning Group
Florida
$619K
TWA
178
TCI Wealth Advisors
Arizona
$601K
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$595K
LGWM
180
Litman Gregory Wealth Management
California
$591K
OPWM
181
Oxinas Partners Wealth Management
Indiana
$586K
CSI
182
Cross Staff Investments
New York
$584K
HF
183
HRT Financial
New York
$577K
CCMG
184
Clark Capital Management Group
Pennsylvania
$571K
Cerity Partners
185
Cerity Partners
New York
$570K
VFG
186
Valley Financial Group
Pennsylvania
$566K
FAT
187
First American Trust
California
$565K
Bank of New York Mellon
188
Bank of New York Mellon
New York
$564K
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$563K
CFO
190
CVA Family Office
Colorado
$561K
PA
191
Pinnacle Associates
New York
$560K
KFP
192
KMG Fiduciary Partners
Ohio
$552K
SG
193
Stanich Group
New York
$548K
CC
194
Courier Capital
New York
$541K
HI
195
Hudock Inc
Pennsylvania
$540K
OP
196
ORG Partners
Indiana
$536K
SPAS
197
Spectrum Planning & Advisory Services
California
$531K
TWP
198
Tyche Wealth Partners
Texas
$527K
4WM
199
4J Wealth Management
Virginia
$518K
GF
200
Gries Financial
Ohio
$512K